Institutions / May Hill Capital, LLC
May Hill Capital, LLC
CIK 2056340 · Institution · as of Jun 30, 2026
Portfolio value
$478.74M
Positions
256
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$478.74M-37.4%Positions
256-22.7%Top holdings
Jun 30, 2026View all 256 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $74.17M | 15.5% |
| iShares Tr | $33.59M | 7.0% |
| Keysight Technologies, Inc. | $19.45M | 4.1% |
| iShares Tr | $13.49M | 2.8% |
| iShares Inc | $13.20M | 2.8% |
| iShares Tr | $13.15M | 2.7% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $12.15M | 2.5% |
| iShares Tr | $11.30M | 2.4% |
| iShares Tr | $10.83M | 2.3% |
| iShares Tr | $10.78M | 2.3% |
| iShares Tr | $9.87M | 2.1% |
| NVIDIA Corp | $9.44M | 2.0% |
| Apple Inc. | $9.08M | 1.9% |
| BlackRock ETF Trust II | $7.69M | 1.6% |
| Vanguard Index Fds | $6.56M | 1.4% |
| Vanguard Index Fds | $5.89M | 1.2% |
| Microsoft Corp | $5.87M | 1.2% |
| iShares MSCI UAE ETF | $5.10M | 1.1% |
| Vanguard Index Fds | $4.89M | 1.0% |
| Amazon.com Inc | $4.75M | 1.0% |
| Global X Fds | $4.16M | 0.9% |
| iShares Tr | $3.97M | 0.8% |
| Alphabet Inc. | $3.82M | 0.8% |
| Alphabet Inc. | $3.62M | 0.8% |
| Vanguard Index Fds | $3.61M | 0.8% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 464287200 | $-54.12M | -72K -42.19% | 99,046 15.49% of portfolio | high |
| Q2 2026 as of | Trim | 464287622 | $-35.86M | -88K -51.63% | 82,038 7.02% of portfolio | medium |
| Q2 2026 as of | Trim | Keysight Technologies, Inc. | $-18.78M | -54K -49.13% | 55,552 4.06% of portfolio | medium |
| Q2 2026 as of | Trim | BlackRock ETF Trust - iShares International Country Rotation Active ETF | $-15.09M | -222K -55.39% | 178,687 2.54% of portfolio | medium |
| Q2 2026 as of | Trim | 46434G103 | $-15.03M | -181K -53.25% | 159,321 2.76% of portfolio | medium |
| Q2 2026 as of | Trim | 464287408 | $-14.20M | -63K -56.86% | 47,464 2.25% of portfolio | medium |
| Q2 2026 as of | Trim | 464287507 | $-12.09M | -157K -47.90% | 170,519 2.75% of portfolio | medium |
| Q2 2026 as of | Trim | 464287309 | $-9.53M | -69K -41.39% | 98,075 2.82% of portfolio | medium |
| Q2 2026 as of | Trim | 464287804 | $-9.49M | -64K -46.70% | 73,051 2.26% of portfolio | medium |
| Q2 2026 as of | Trim | 922908751 | $-7.52M | -25K -53.40% | 21,641 1.37% of portfolio | medium |